【国泰海通食饮】周报第33期:关注低估值&确定性带来价值修复机会

猛哥看商业
Sep 21

核心观点导读:白酒板块报表出清,关注中秋节动销。大众品板块优先成长性较优的新消费龙头,同时重视低估值&长期成长确定性的传统消费龙头价值修复。核心观点:白酒:报表出清,关注旺季动销。随着中秋国庆酒企旺季动销逐步开启,8 月以来白酒市场边际好转,从目前观察的情况来看预计双节大盘动销同比仍有压力,当前普飞批价较一个月前下跌超 100 元、且低于 6 月低点,批价偏弱反映出供需仍然存在一定缺口。25Q2 ...

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